Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Hold
1,500
0.08% 22
2025
Q1
$220K Buy
+1,500
New +$220K 0.04% 18
2024
Q4
Sell
-1,500
Closed -$205K 22
2024
Q3
$205K Buy
+1,500
New +$205K 0.03% 22
2022
Q2
Sell
-1,794
Closed -$223K 21
2022
Q1
$223K Hold
1,794
0.15% 12
2021
Q4
$266K Hold
1,794
0.15% 18
2021
Q3
$263K Hold
1,794
0.17% 18
2021
Q2
$297K Hold
1,794
0.15% 16
2021
Q1
$289K Sell
1,794
-38
-2% -$6.12K 0.15% 9
2020
Q4
$267K Hold
1,832
0.13% 17
2020
Q3
$245K Buy
1,832
+1
+0.1% +$134 0.15% 14
2020
Q2
$239K Hold
1,831
0.14% 14
2020
Q1
$209K Hold
1,831
0.17% 13
2019
Q4
$270K Buy
+1,831
New +$270K 0.18% 12